Virtual Assistant Services
Ad-Hoc Administrative Services
Email management and inbox organization
Scheduling appointments and managing calendars
Organizing digital files and creating efficient folder systems
Data entry and cleaning for accurate records
Designing and maintaining Excel or Google Sheets reports
Automating repetitive tasks
using spreadsheet formulas and templatesTyping, transcribing, and formatting documents or presentations
Streamlining shared drive structures (e.g., Google Drive, OneDrive)
Basic Website Updates (copy provided by the client)
Accounts Payable & Receivable
Customer Support & Communication
Managing customer inquiries via email, chat, or social media.
Drafting and sending customer responses and follow-ups.
Managing and processing invoices for timely payments.
Monitoring overdue accounts and sending professional follow-ups.
Categorizing transactions (QBO)
Reconciling bank statements in QBO
Pulling P&L and Balance Sheet reports from QBO
Compiling and formatting expense reports
Managing digital records of invoices and payments
Basic Bookkeeping
Scheduling and posting content on social media (e.g., Facebook, Instagram, LinkedIn).
Engaging with comments and messages on social media.
Organizing content calendars and drafting posts based on provided materials.